Below are the supported fields that will be updated in the CDOs for Accounts/Leads/Contacts for Microsoft Dynamics.
See how to begin creating entities in Dynamics 365 here: Create an entity in Dynamics 365 Customer Engagement (on-premises).
Use the below guide to create your custom entities:
Accounts
To start creating 6sense Custom Entities for Accounts, create a custom Account Entity with the below specifications:
Name: new_sixsense_account_score
Plural Name: sixsense_account_scores
Schema Name | Display Name | Type | Description |
---|---|---|---|
new_sixsense_6qa | 6QA | Two Options | The 6QA status of the account for the product. |
new_sixsense_6qa_age_in_days | 6QA Age in Days | Whole Number | Days the account has been in 6QA status. |
new_sixsense_6qa_end_date | 6QA End Date | Date and Time | The date the account was disqualified from 6QA status (YYYY-MM-DD). |
new_sixsense_6qa_start_date | 6QA Start Date | Date and Time | The date the account qualified for 6QA status (YYYY-MM-DD). |
new_sixsense_account_id | Account | Lookup | Lookup field for the Accounts’ Record ID within standard objects. |
new_sixsense_accountproductkey | sixsense_accountproductkey | Single Line of Text | Key for Account CDE |
new_sixsense_buying_stage | Buying Stage | Single Line of Text | The categorical representation of the measure of how much an account is behaving like accounts with which there is a history of previously opened opportunities. |
new_sixsense_company_id | Company Id | Single Line of Text | 6sense Master id. |
new_sixsense_intent_score | Intent Score | Whole Number | A measure, between 0 and 100, of how much an account is behaving like accounts with which there is a history of previously opened opportunities. |
new_sixsense_numerical_reach_score | Numerical Reach Score | Whole Number | A measure, between 0 and 100, represents 6sense’s current assessment of your team’s outreach on the account in comparison to the other accounts where opportunities were won previously. |
new_sixsense_product_name | Product Name | Single Line of Text | Name of the product for which score is being calculated. |
new_sixsense_profile_fit | Profile Fit | Single Line of Text | A measure of how similar a company is to the ideal customer profile. Firmographic and technographic factors of an account, along with historical opportunity history, are used by data science models to create this measure. |
new_sixsense_profilescore | Profile Score | Whole Number | A measure of how similar a company is to the ideal customer profile. Firmographic and technographic factors of an account, along with historical opportunity history, are used by data science models to create this measure. |
new_sixsense_reach_score | Reach Score | Single Line of Text | A measure of current outreach activities against optimal quality, quantity, and diversity of outreach activities as defined by your company’s historical success on won opportunities. Outbound calls, both marketing and sales emails are analyzed for this measure. |
new_sixsense_txn_id | Txn Id | Whole Number | The date on which scores were calculated / recalculated / changed. |
new_sixsense_updated | Updated | Date and Time | The date on which scores were pushed to Salesforce. |
Field Type: All of the Schemas above have a simple field type.
Keys: You must add a key for each object so that we are able to identify each record uniquely.
Add new_sixsense_accountproductkey as a key for Account CDE:
Leads
To start creating 6sense Custom Entities for Leads, create a custom Lead Entity with the below specifications:
Name: new_sixsense_lead_score
Plural Name: sixsense_lead_scores
Schema Name | Display Name | Type | Description |
---|---|---|---|
new_sixsense_company_6qa | 6QA | Two Options | The 6QA status of the account for the product. |
new_sixsense_company_6qa_age_in_days | 6QA Age in Days | Whole Number | Days the account has been in 6QA status. |
new_sixsense_company_6qa_end_date | 6QA End Date | Date and Time | The date the account was disqualified from 6QA status (YYYY-MM-DD). |
new_sixsense_company_6qa_start_date | 6QA Start Date | Date and Time | The date the account qualified for 6QA status (YYYY-MM-DD). |
new_sixsense_company_id | Company ID | Single Line of Text | 6sense Master id. |
new_sixsense_company_account_id | Account | Lookup | Lookup field for the Leads’ Record ID within standard objects. |
new_sixsense_leadproductkey | sixsense_accountproductkey | Single Line of Text | Key for Lead CDE. |
new_sixsense_companybuyingstage | Buying Stage | Single Line of Text | The categorical representation of the measure of how much an account is behaving like accounts with which there is a history of previously opened opportunities. |
new_sixsense_companyintentscore | Intent Score | Whole Number | A measure, between 0 and 100, of how much an account is behaving like accounts with which there is a history of previously opened opportunities. |
new_sixsense_company_numerical_reach_score | Numerical Reach Score | Whole Number | A measure, between 0 and 100, represents 6sense’s current assessment of your team’s outreach on the account in comparison to the other accounts where opportunities were won previously. |
new_sixsense_product_name | Product Name | Single Line of Text | Name of the product for which score is being calculated. |
new_sixsense_profile_fit | Profile Fit | Single Line of Text | A measure of how similar the person is to your typical buyer or buying committee members. Demographic factors of a person record, along with historical opportunity history, are used by data science models to create this measure. |
new_sixsense_companyprofilefit | Company Profile Fit | Single Line of Text | A measure of how similar a company is to the ideal customer profile. Firmographic and technographic factors of an account, along with historical opportunity history, are used by data science models to create this measure. |
new_sixsense_companyprofilescore | Company Profile Score | Whole Number | A score of how similar a company is to the ideal customer profile. Firmographic and technographic factors of an account, along with historical opportunity history, are used by data science models to create this measure. |
new_sixsense_grade | Grade | Single Line of Text | A measure of how engaged a person is with your first party sales and marketing tactics compared to previous buyers. Engagement activities of a person, along with historical opportunity history, are used by data science models to create this measure. |
new_sixsense_intent_score | Intent Score | Whole Number | A measure, between 0 and 100, of how engaged a person is with your first party sales and marketing tactics compared to previous buyers. Engagement activities of a person, along with historical opportunity history, are used by data science models to create this measure. |
new_sixsense_profilescore | Profile Score |